Use the Performance Toolkit with GIPS Composites

The Performance Toolkit is a collection of prebuilt components and a documented workflow for use in new installations of Eagle Performance. It is available on your Eagle Applications installation directory under the following path:

MODULES\PACE\PERFORMANCE_TOOLKIT_2.0\

The GIPS Toolkit provides a collection of components to support an efficient implementation of GIPS Composite Management. The components include preconfigured fields to support standard composite weighted return calculations and tolerance tests, generic interfaces to assist in loading and maintaining current and historical Account/Entity information, GIPS Composite Membership, and disclosures.

The Toolkit includes presentation quality reports including reports that provide a history of composite returns and a schedule of returns. The History of Composite Return report shows the quarterly and annual returns for the composite and benchmark along with relevant composite statistics for the prior ten years and annualized longer time period returns. The Schedule of Composite Returns is a tabular presentation of composite and benchmark performance returns for the current year, longer term time periods, and disclosure support.